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How Businesses Can Avoid Surprises and Costly Mistakes

by the Storen Team | Oct 29, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses, Taxes

As we approach the end of the year, businesses should start planning for 2025. Can you invest in growth, hire new employees, acquire assets or purchase inventory, etc? Or should you look at downsizing, reducing or selling? How profitable was 2024 and what outcomes...

A Better Way to Understand, Track, & Manage Business Financials

by the Storen Team | Oct 24, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses

Introducing QuickBooks Ledger, an introductory product designed for those who need a little input on their business. If you’re seeking a better way to understand, track, and manage your business financials without a complex subscription to QuickBooks Online,...

End-of-Year and New Year Business Objectives

by the Storen Team | Oct 11, 2024 | Business Coaching, Businesses, Resources for Businesses

Finalizing Year-End Processes for Your Business As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and accounting year-end processes. Okay, so maybe that’s not quite how it goes. Even so, as 2024 comes to a close and we...

Case Study: One Understanding Financials Class Can Boost Your Business

by the Storen Team | Oct 7, 2024 | Businesses, Case Studies, Resources, Resources for Businesses

Solve Big Pain Points in Your Business with Education Oftentimes, business owners come to us with pain points that can significantly impact the trajectory of their business and their tax liability. One such situation recently occurred when a client attended one of our...

Rental Property Tax Questions Answered

by the Storen Team | Oct 3, 2024 | Businesses, Resources, Resources for Businesses, Taxes

Questions about rental income and expenses? We’ll make it simple. Do you own an apartment building, duplex, or house that you rent out? Are you considering joining the rising trend of homeowners who rent out their second home, vacation home, or other properties they...

Storen Team Attends Thomson Reuters Advisory Symposium

by the Storen Team | Sep 5, 2024 | Businesses, Education, Team News

Thomson Reuters Practice Forward Advisory Symposium Elevates our Business Advisory Services This summer, three of our Storen team members travelled to Carlsbad, CA for the Thomson Reuters Practice Forward Advisory Symposium. Kim, Debbi, and Erika spent a week...
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Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

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1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General:  317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

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Please note our office is wheelchair accessible.

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Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Registration as an investment advisor does not imply any level of skill or training. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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